Signals

← Signals

☆SPTS

520 in-universe funds with a nonzero position in SPTS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#365
Score / z0.610 / 0.53
Consensus140.19 over 267 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 372.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 295.8 10.5% 4 +5.8 pp +5.8 pp +5.5 pp +10.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 264.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 166.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 110.0 3.7% 4 +0.3 pp +0.3 pp +0.2 pp +3.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 91.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 90.5 10.0% 4 +1.1 pp +1.4 pp +1.7 pp +10.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 76.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.0 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 71.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 70.2 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 66.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 63.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 60.1 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 51.0 5.4% 4 +0.3 pp +0.5 pp +0.7 pp +5.4 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 50.6 11.0% 4 +0.7 pp +2.5 pp +4.1 pp +11.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 46.3 1.8% 4 -0.1 pp -0.6 pp -1.1 pp +1.8 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 43.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 43.0 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 41.3 1.3% 4 +0.1 pp +0.2 pp +0.6 pp +1.3 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 38.9 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 38.2 4.4% 4 +0.6 pp +0.6 pp +0.6 pp +4.4 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 38.0 5.2% 4 +0.2 pp +0.7 pp +0.5 pp +5.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 37.8 2.7% 4 +0.5 pp +0.8 pp +1.1 pp +2.7 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 33.6 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 31.3 1.9% 4 +0.1 pp +0.1 pp +0.3 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 30.1 1.8% 4 -0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 29.4 2.6% 4 +0.3 pp +0.2 pp +0.0 pp +2.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 29.2 3.6% 4 +0.1 pp +1.6 pp +1.3 pp +3.6 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 28.8 4.3% 4 -0.0 pp -0.1 pp -0.1 pp +4.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 25.7 3.1% 4 +0.2 pp +0.2 pp +0.0 pp +3.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 24.8 4.1% 4 +0.1 pp +0.2 pp +0.1 pp +4.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 22.3 4.8% 3 +2.2 pp +4.7 pp +4.8 pp +4.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 21.3 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 20.4 5.6% 4 +1.4 pp +4.4 pp +5.0 pp +5.6 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 18.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 18.6 2.6% 4 +1.2 pp +1.2 pp +1.1 pp +2.6 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 18.3 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 18.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.0 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 16.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 16.2 1.4% 4 +0.2 pp +0.2 pp +0.3 pp +1.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 15.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 15.6 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 14.5 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 14.4 2.4% 4 -0.0 pp +0.7 pp -0.0 pp +2.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 13.7 2.6% 4 +0.7 pp +1.1 pp +1.7 pp +2.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 13.5 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 12.8 2.5% 4 +0.1 pp +0.5 pp +0.5 pp +2.5 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 12.6 5.9% 4 +0.2 pp +0.6 pp +2.5 pp +5.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 12.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp -2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 11.9 3.0% 4 +0.0 pp -0.1 pp -0.5 pp +3.0 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 11.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 10.6 5.5% 4 -0.2 pp -0.2 pp -0.4 pp +5.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.1 0.5% 4 +0.5 pp +0.5 pp +0.1 pp +0.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 9.9 3.0% 4 +0.1 pp +0.0 pp -0.3 pp +3.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 9.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 9.1 6.2% 4 +0.1 pp +0.1 pp +0.0 pp +6.2 pp
☆MTC Wealth Management LLC CIK 0001821455 0.810 14 9.0 4.3% 4 +0.4 pp +0.4 pp +0.3 pp +4.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 8.3 1.4% 4 +0.0 pp -0.0 pp -0.2 pp +1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.3 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 8.2 7.9% 4 +4.3 pp +4.2 pp +3.9 pp +7.9 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 7.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 7.7 5.1% 4 +0.1 pp +0.1 pp -1.0 pp +5.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 7.5 3.7% 4 -1.2 pp +0.1 pp +0.0 pp +3.7 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 7.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 7.1 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.8 0.1% 4 -0.0 pp -0.1 pp -1.6 pp +0.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 6.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 6.2 2.0% 4 +0.0 pp +0.1 pp +0.2 pp +2.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 6.1 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 5.8 2.2% 4 +0.2 pp +0.1 pp +0.1 pp +2.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.8 3.9% 4 +0.1 pp -0.1 pp -0.6 pp +3.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 5.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.6 2.5% 4 +0.1 pp -0.5 pp -1.3 pp +2.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.2 1.7% 4 -0.0 pp -0.2 pp -1.0 pp +1.7 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 5.0 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 4.8 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 4.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 4.6 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 4.4 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 4.3 1.4% 4 +0.3 pp +0.3 pp +0.4 pp +1.4 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 4.3 1.5% 3 -0.3 pp -0.3 pp +1.5 pp +1.5 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 4.2 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 4.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.9 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.3 1.1% 4 -0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 3.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.1 2.1% 4 +0.0 pp +0.0 pp -0.1 pp +2.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 2.7 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.6 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.6 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 2.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.9 pp -0.8 pp -0.7 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp +0.0 pp
☆WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 -0.6 pp -0.2 pp +0.0 pp +0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.3 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -1.6 pp -1.6 pp -1.8 pp +0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -1.8 pp -1.9 pp -2.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPTS). Qtrs Held counts distinct quarters this fund has actually held SPTS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTS position size. Δ columns are the percentage-point change in SPTS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status